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The SEC’s Regulation Best Interest Preserves the Commissions-Based Business Model

The Securities and Exchange Commission (SEC) today voted to finalize Regulation Best Interest, which significantly enhances the standard of care that broker-dealers and their registered representatives owe their clients. NAIFA’s advocacy team and leadership were fully engaged on the issue, meeting several times with SEC commissioners and submitting comment letters to educate the SEC on how NAIFA members serve consumers and to suggest how a best interest standard could preserve those relationships.

“The new best interest standard addresses perceived shortcomings in consumer protection without placing undue barriers between insurance and financial professionals and their clients,” said NAIFA CEO Kevin Mayeux. “The higher standard of care preserves the ability of Main Street investors to receive needed products, services, and advice by not favoring one business model over another. It allows them to choose financial professionals who best fulfill their needs and to compensate those professionals in a way that works best for them, whether through commissions or fees.” 

Read More  



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Registration Open for Level Up In-Person or Online

Join us face-to-face or virtually August 22nd for Level Up in Dallas. The event features a powerhouse panel/Q&A Emceed by Rob Wellendorf, President of Exesco Inc. 

Learn More about Level Up and the APC

Virtual Registration

Performance + Purpose 2019 Big Ideas Workshop


P+P 2019 features a great lineup of Big Ideas speakers including Jamie Fleischner, President of Set For Life Insurance. 

You can learn more about Jamie and all of the Big Ideas speakers on our conference website.

NAIFA Performance + Purpose will take place September 11 - 14 at the Walt Disney World Dolphin Resort in Orlando Florida. Registration is now open! 

Register for P+P

NAIFA Partners with Zoom


Zoom (NASDAQ:ZM) has partnered with NAIFA! We use Zoom for so many programs that we thought it made sense to partner and provide you with a great discount! To learn more about the program and how you could use Zoom in your practice, join us on June 11th at 1 pm for a debrief and/or register to receive an on-demand recording. NAIFA members receive a 15% discount! If you want to buy now, simply call our Member Services Team for the discount code.

Zoom Webinar


NAIFA Live June Cohen


Registration for the June NAIFA Live is Now Open!

Join us on June 20th at 2:25 pm CT for Bob Cohen's presentation on "The Gotchas and Trap Doors of Life Insurance". This course will provide attendees with the foundation of some of the variables within life insurance products that Insurance Companies use to ensure their profitability and how that comes at a huge cost to the client. 

This event has been approved for 1 CE in Arkansas, Iowa, Wisconsin, Maine, Virginia, North Dakota, Maryland, Minnesota, Pennsylvania, and Washington DC.


NAIFA Live is Available On-Demand

Missed an episode? No worries! Go to to see all of our past videos including our beloved NAIFA Trustee, John Wheeler!

Gain Your CLTC Designation this Year?

Are you interested in obtaining your CLTC designation? We are gauging the temperature to see level of interest and where/when you might want to take the CLTC class this year. Take this quick survey to let us know! If we have more than 10 people per class, NAIFA members can receive a bonus discount for classes this year! (This is our new CRM system, so to take the survey, please log in with your email address and reset your password).

Interested in a CLTC Designation this Year? 



LACP: Now Accredited!

There's still time to register for the July testing window for the LACP. The deadline is June 15th. Learn more and register for the new Life & Annuity Certified Professional certification.

July LACP Exam

Do You Have An LACP Certification?

We are looking for testimonials! Let us know if you're interested in us featuring you and your practice in a nationwide campaign. Email if interested.

Calling All YATs!

Our Advisor Ambassador Program is looking for new speakers. Educate the future members of NAIFA on best prospecting practices or how to differentiate yourself in the industry. To sign up to become a speaker, visit: 

Speaker Signup


Upcoming Webinars:

Advisor Solutions Session
Are Your Clients Asking the "Right" Questions?
June 13 @ 4pm ET

Are You Asking Your Clients and Prospects the "Right" Questions?  Advisor Solutions is absolutely confident that once you have participated in this complimentary session you will have increased your knowledge not about "what" questions to ask but "how" to ask the right questions!

Join Coach Dan Finley for this Advisor Solution Session. Complimentary to NAIFA members.

Attend Live 


Making LinkedIn Work for You: Activate and Amplify Your Personal Brand to Move Business Forward
June 26 @ 3pm ET
Presenter: David “D. Fish” Fisher

Social media has become a key tool for business development but are you taking advantage of all the opportunities it provides? After establishing a credible presence and building a network online, how can you leverage social media to build your professional influence? Learn how to use LinkedIn establish a brand, share content, and develop relationships with key centers of influence within your market niche. See how social selling can become a very lucrative habit!


NAIFA Quality Award Application Deadline Extended Through June 30

Earn this mark of distinction (and tell the world!) how you stand out among the competition. 

Apply Now

NAIFA Diversity Champion Award

NAIFA's Diversity Champion Award deadline extended! You have until July 1st to apply for the NAIFA Diversity Champion Award. 

Diversity Champion

YAT Leader of the Year Award

In order to recognize the work of YATs across the federation and their commitment to the industry, NAIFA and the Young Advisors Team (YAT) committee established the YAT Leader of the Year award. 

Application Deadline: July 1, 2019

YAT Leader of Year


NAIFA’s Diversity Symposium Continues Tradition of Excellence!

NAIFA’s 2019 Diversity Symposium was a huge success by any account.  Held in conjunction with the association’s Congressional Conference in Washington, D.C., the meeting was fast-paced and highly interactive, with top-tier executives discussing the changing face of Main Street USA and offering critical insights on mastering cultural competencies, managing different generations in the workforce, and engaging in “effortless connections.”

Diversity & Inclusion On-Demand

New NAIFA Store

Looking for some great NAIFA branded gear? Look no further than the new NAIFA Store! Polos, socks, cinch bags, golf balls, coffee mugs and so much more!


20/20 Member Experience On-Demand Archive

Each month of our 20/20 Member Experience webinars is available at our archive page. From advocacy training, to educating coaching sessions, and even differentiating publications. 

Visit the On-Demand Archives



NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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